Kevin Donovan, CPA, EA, MSPA, FCA

Defined Benefit Answer BookvCard | kdonovan@pinnacle-plan.com

Kevin Donovan is the managing member and founder of Pinnacle Plan Design where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration. Kevin, along with fellow actuaries Sheri Alsguth and Lynn Young, authored the 2016 Edition of the Defined Benefit Answer Book, published by Wolters Kluwer.

Awards

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Publications

  • Author of the 2016 Edition of the Defined Benefit Answer Book, published by Wolters Kluwer

Kevin is also published in a number of industry publications including:

  • Journal of Pension Benefits
  • Journal of Taxation of Employee Benefits
  • The Benefit Law Journal
  • The ASPPA Journal
  • AICPA publication, “Adviser’s Guide to Retirement Plans for Small Businesses”
  • Plan Consultant Magazine

Areas of Specialty

  • Retirement Plan Education
  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans

Certifications/Designations

  • Certified Public Accountant (CPA)
  • Enrolled Actuary (EA)
  • Member, Society of Pension Actuaries (MSPA)
  • Fellow, Conference of Consulting Actuaries (FCA)

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
  • College of Pension Actuaries
  • Conference of Consulting Actuaries (CCA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Get to Know Kevin

Father of three adult children. Die-hard New York Giants and Yankee fan. Lover of the Grateful Dead and other improvisational music.

Industry Thought Leadership

Jun
16
Thu
2016
2016 ASPPA Regional Conference Chicago, IL
Jun 16 – Jun 17 all-day

Presentation: Cash Balance Plan Issues

Jul
13
Wed
2016
GROW! Session for Advisors Danbury, CT
Jul 13 @ 11:30 am – 1:00 pm

Presentation: Cash Balance Plans and the Impact on Taxation

Jul
14
Thu
2016
2016 ASPPA Regional Conference Boston, MA
Jul 14 – Jul 15 all-day

Presentation: Cash Balance Plan Issues

Aug
5
Fri
2016
2016 ACOPA Actuarial Symposium Chicago, IL
Aug 5 – Aug 6 all-day

Presentation: Ethics

Nov
16
Wed
2016
2016 ASPPA Regional Conference Cincinnatii, OH
Nov 16 – Nov 17 all-day

Presentation: Cash Balance Plan Issues

 

Past Speaking Engagements

2014

February

March

April

May

June

July

August

September

  • GROW! Session for Advisors
    09/23/2014
    St. Louis, NV
  • Private Event: In-House Training for TPA Client
    09/24/2014
    Atlanta, GA
  • RPA ProSeries for Advisors
    09/24/2014
    Atlanta, Georgia

October

November

 

2013

January

February

April

May

June

July

August

September

October

November

  • Private Event: In-house Training for TPA Client
    11/14/2013
    Rochester, NY

December

  • ASPPA Webcast on Advanced Cash Balance Topics
    12/17/2013, 2:00-3:40 PM EST

 

2012

January

February

March

May

June

July

August

October

 

2011

February

March

April

May

June

July

August

September

October


Contact Kevin Donovan

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), as well as Houston, Texas (TX), and we proudly serve businesses nationwide.
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